|
1
|
Matson Money Inc
Mason,
Ohio
|
$675M
|
-$12.4M
|
-235,061
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$401M
|
+$43.1M
|
+814,714
|
+12%
|
|
|
3
|
|
$388M
|
-$304M
|
-5,754,158
|
-44%
|
|
|
4
|
|
$380M
|
+$337M
|
+6,373,267
|
+859%
|
|
|
5
|
|
$349M
|
+$8.48M
|
+160,322
|
+3%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$341M
|
-$6.6M
|
-124,757
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$286M
|
-$10M
|
-189,128
|
-3%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$257M
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$251M
|
+$133M
|
+2,508,363
|
+115%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214M
|
+$3.97M
|
+75,088
|
+2%
|
|
|
11
|
|
$204M
|
+$9.22M
|
+174,395
|
+5%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$196M
|
+$187M
|
+3,532,740
|
+2,711%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$180M
|
+$43.3M
|
+818,107
|
+32%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$172M
|
+$38.5M
|
+728,291
|
+29%
|
|
|
15
|
Allstate Corporation
Northbrook,
Illinois
|
$145M
|
+$81.2M
|
+1,534,902
|
+131%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137M
|
+$33.9M
|
+641,939
|
+33%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$121M
|
+$21.8M
|
+412,765
|
+22%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$108M
|
+$2.54M
|
+48,056
|
+2%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$108M
|
+$7.72M
|
+146,015
|
+8%
|
|
|
20
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$106M
|
–
|
–
|
–
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$97.2M
|
+$8.5M
|
+160,836
|
+10%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$96M
|
+$95M
|
+1,796,507
|
New
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$87.7M
|
+$553K
|
+10,460
|
+0.6%
|
|
|
24
|
Country Trust Bank
Bloomington,
Illinois
|
$73.4M
|
+$3.4M
|
+64,251
|
+5%
|
|
|
25
|
Summitry LLC
Foster City,
California
|
$65.3M
|
-$116K
|
-2,188
|
-0.2%
|
|
